Willie Du Plessis Financial Services CC

You Deserve Personal Service!

Qualified to deliver integrated financial solutions, allowing you to take control of your finances.

Willie du Plessis Financial Services CC is an authorised financial services provider in East London

A financial planner is a trusted advisor who works with you to review all of your options so that you can make informed decisions about your financial situation at every stage in life.

Working with a financial planner can be a helpful step in securing your financial future, whether it’s deciding to buy a new home, planning for retirement or your children’s education or simply not having the time or expertise to get your budget or finances in order.

We are qualified to deliver integrated financial solutions that allows you to take control of your finances and achieve your life goals. Our Compliance to the Financial Services Board, The FAIS Act, General Code of Conduct as well as FIC Act are all monitored on a regular basis by Masthead (Pty) Ltd.

Benefits of Financial Planning

Financial planning allows you to understand how each financial decision you make affects other areas of your finances. For example, buying a particular investment product might help you pay off your mortgage faster or enhance your retirement significantly.

By viewing each financial decision as part of a whole, we will help you consider its short and long-term effects on your life goals helping you to adapt to life changes and feel more secure that your goals are on track.

Our Services

1. Life Insurance
Protect your income and keeping your dignity.

We have various products to assist you and your family, on life changing events such as:● Death● Permanent Disability● Income Protection – pays you an income every month when you are incapable of earning an income due to an illness or accident.● Severe Illness – pays out an insured amount on experiencing:
- Heart Attack
- Cancer
- Stroke
- Coronary artery bypass graft
- Various other benefits

● Short term investments for a specific need (future education, deposit for a house etc)● Retirement

3. Medical Aid
Does your Medical Aid Premiums make you sick?

● Peace of mind in case of a health or medical need.● We have a range of medical aid plans, each with a variety of options, to suit your pocket. ● Medical GAP cover

4. Short Term Insurance
Protecting your assets.

● Domestic, Vehicle and Household Insurance● Commercial Business Insurance● Personal and Business Liability

A Financial Needs Analysis (FNA):
An FNA is used to establish how much you require in respect of a specific Health / Risk / Asset / Investment need. Utilising the FNA calculation correctly we incorporate your existing risk and investment benefits.

Insurance / Health Companies
We are contracted with over 50 different Life, Health, Insurance and Investment companies to tailor-make a product to suit your individual need.

Our practices compliance to regulations set by the Financial Services Board of SA is monitored externally, on a regular basis, by Masthead (Pty) Ltd, an approved compliance practice. Their postal address is PO Box 856, Howard Place, 7450

Business Associates
Proud Member of the GBR4U Networking Group
----------------------------------------------------------------------------------------------------------------------------------------------

Tips to achieve the best results from your financial planning:

✓Set measurable financial goals
Set specific targets of what you want to achieve and when you want to achieve results. Instead of saying you want to be "comfortable" when you retire or that you want your children to attend "good" schools, we will help you to quantify what "comfortable" and "good" mean so that you'll know when you've reached your goals.

✓Understand the effect of each financial decision
Each financial decision you make can affect several other areas of your life. An investment decision may have tax consequences that are harmful to your estate plans or a decision about your child's education may affect when and how you meet your retirement goals. Remember that all of your financial decisions are interrelated.

✓Re-evaluate your financial situation periodically
Financial planning is a dynamic process. Your financial goals may change over the years due to things like an inheritance, marriage, birth, house purchase or change of job status. Let us help you revisit and revise your financial plan to stay on track with your financial goals.

✓Start planning as soon as you can
People who save or invest small amounts of money early and often, tend to do better than those who wait until later in life. By developing good financial planning habits such as saving, budgeting, investing and regularly reviewing your finances early in life, you will be better prepared to meet life changes and handle emergencies.

✓Be realistic in your expectations
Financial planning won’t change your situation overnight; it is a lifelong process. Remember that events beyond your control such as inflation or changes in the stock market or interest rates will affect your financial planning results.

✓Realise that you are in charge
If you're working with a financial planner, be sure you understand the financial planning process and what the planner should be doing. Provide the planner with all of the relevant information.

You Deserve Personal Service!

You Deserve Personal Service!

Qualified to deliver integrated financial solutions, allowing you to take control of your finances.

Willie du Plessis Financial Services CC is an authorised financial services provider in East London

A financial planner is a trusted advisor who works with you to review all of your options so that you can make informed decisions about your financial situation at every stage in life.

Working with a financial planner can be a helpful step in securing your financial future, whether it’s deciding to buy a new home, planning for retirement or your children’s education or simply not having the time or expertise to get your budget or finances in order.

We are qualified to deliver integrated financial solutions that allows you to take control of your finances and achieve your life goals. Our Compliance to the Financial Services Board, The FAIS Act, General Code of Conduct as well as FIC Act are all monitored on a regular basis by Masthead (Pty) Ltd.

Benefits of Financial Planning

Financial planning allows you to understand how each financial decision you make affects other areas of your finances. For example, buying a particular investment product might help you pay off your mortgage faster or enhance your retirement significantly.

By viewing each financial decision as part of a whole, we will help you consider its short and long-term effects on your life goals helping you to adapt to life changes and feel more secure that your goals are on track.

Our Services

1. Life Insurance
Protect your income and keeping your dignity.

We have various products to assist you and your family, on life changing events such as:● Death● Permanent Disability● Income Protection – pays you an income every month when you are incapable of earning an income due to an illness or accident.● Severe Illness – pays out an insured amount on experiencing:
- Heart Attack
- Cancer
- Stroke
- Coronary artery bypass graft
- Various other benefits

● Short term investments for a specific need (future education, deposit for a house etc)● Retirement

3. Medical Aid
Does your Medical Aid Premiums make you sick?

● Peace of mind in case of a health or medical need.● We have a range of medical aid plans, each with a variety of options, to suit your pocket. ● Medical GAP cover

4. Short Term Insurance
Protecting your assets.

● Domestic, Vehicle and Household Insurance● Commercial Business Insurance● Personal and Business Liability

A Financial Needs Analysis (FNA):
An FNA is used to establish how much you require in respect of a specific Health / Risk / Asset / Investment need. Utilising the FNA calculation correctly we incorporate your existing risk and investment benefits.

Insurance / Health Companies
We are contracted with over 50 different Life, Health, Insurance and Investment companies to tailor-make a product to suit your individual need.

Our practices compliance to regulations set by the Financial Services Board of SA is monitored externally, on a regular basis, by Masthead (Pty) Ltd, an approved compliance practice. Their postal address is PO Box 856, Howard Place, 7450

Business Associates
Proud Member of the GBR4U Networking Group
----------------------------------------------------------------------------------------------------------------------------------------------

Tips to achieve the best results from your financial planning:

✓Set measurable financial goals
Set specific targets of what you want to achieve and when you want to achieve results. Instead of saying you want to be "comfortable" when you retire or that you want your children to attend "good" schools, we will help you to quantify what "comfortable" and "good" mean so that you'll know when you've reached your goals.

✓Understand the effect of each financial decision
Each financial decision you make can affect several other areas of your life. An investment decision may have tax consequences that are harmful to your estate plans or a decision about your child's education may affect when and how you meet your retirement goals. Remember that all of your financial decisions are interrelated.

✓Re-evaluate your financial situation periodically
Financial planning is a dynamic process. Your financial goals may change over the years due to things like an inheritance, marriage, birth, house purchase or change of job status. Let us help you revisit and revise your financial plan to stay on track with your financial goals.

✓Start planning as soon as you can
People who save or invest small amounts of money early and often, tend to do better than those who wait until later in life. By developing good financial planning habits such as saving, budgeting, investing and regularly reviewing your finances early in life, you will be better prepared to meet life changes and handle emergencies.

✓Be realistic in your expectations
Financial planning won’t change your situation overnight; it is a lifelong process. Remember that events beyond your control such as inflation or changes in the stock market or interest rates will affect your financial planning results.

✓Realise that you are in charge
If you're working with a financial planner, be sure you understand the financial planning process and what the planner should be doing. Provide the planner with all of the relevant information.